Brendel Financial Advisors’s iShares US Telecommunications ETF IYZ Stock Holding History

Brendel Financial Advisors’s Portfolio IYZ Stock Details IYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Buy	+24,768	New	+$1.05M	0.49%	49
2026 Q1	–	Sell	-28,441	Closed	-$964K	–	112
2025 Q4	$964K	Sell	28,441 -2,016	-7%	-$66.1K	0.47%	49
2025 Q3	$983K	Buy	+30,457	New	+$937K	0.5%	51

Other funds holding IYZ

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Brendel Financial Advisors's IYZ Position: Q2 2026 in Review

Brendel Financial Advisors opened a new position in iShares US Telecommunications ETF (IYZ) in Q2 2026: 24,768 shares worth $1.05M. The stake represents 0.49% of the portfolio and ranks #49 among its holdings. This is a return to the name: Brendel Financial Advisors previously reported a position in IYZ as recently as Q4 2025.

Brendel Financial Advisors first reported a position in IYZ in Q3 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Brendel Financial Advisors held 24,768 shares of iShares US Telecommunications ETF worth $1.05M as of Q2 2026.
iShares US Telecommunications ETF was a new Brendel Financial Advisors position in Q2 2026.
iShares US Telecommunications ETF made up 0.49% of Brendel Financial Advisors's portfolio in Q2 2026, its #49 holding.
Brendel Financial Advisors first reported a position in iShares US Telecommunications ETF in Q3 2025 and has held it in 3 quarters since.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.